I spent last weekend in eastern Montana with a handful of third and fourth generation farmers and ranchers, relatives of my wife. Truly beautiful … [Read more...] about Small Business Succession Planning Secrets
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Last week, after reading the newest book in the “Millionaire Next Door” series, I critiqued the critics. More specifically, I pointed out how the … [Read more...] about The Millionaire Next Door Business Plan
Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend … [Read more...] about The Retirement Saving Section 199A Deduction Connection
Last summer, vacationing in the San Juan Islands, I read the hauntingly beautiful book, The Curve of Time. Written by M. Wylie Blanchet, the book … [Read more...] about Retirement Spending and Joint Life Expectancy
Buried at the heart of every personal financial plan is a critical percentage: an average retirement savings return estimate. And that leads to … [Read more...] about The Average Retirement Savings Return
At first blush, David Splinter’s excellent doctoral dissertation about income variability and its effects on inequality seems to have little to do … [Read more...] about Financial Planning for Top One Percent
A couple of times recently, I’ve gotten into, er, spirited discussions with people about whether some small business pension plan costs too much to … [Read more...] about Hidden Small Business Pension Plan Costs
As a tax accountant, I am programmed to think about taxes. To worry about people paying too much in taxes. To obsess over tactics that allow clients … [Read more...] about Why You Don’t Need to Worry about Taxes in Retirement
In an online forum recently, I saw someone suggest you can accumulate a $10,000,000 Individual Retirement Account or 401(k) account. This is … [Read more...] about $10,000,000 Individual Retirement Accounts and 401(k)s: Actually Possible?
A few days ago, Vanguard prepared a personal financial plan for me. I actually have a personal financial plan already—one prepared based on the … [Read more...] about Does the Vanguard Personal Financial Plan Work for Small Business Owners?